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Set Bidder Information at the Company Level

This is a prerequisite step you will need to do before you create a bid package and invite bidders to bid on it.

Objectives

  1. To set bidder information for vendors/companies in the company's Directory tool.
  2. Set a default bid invitee list for a company so that certain users will be sent bid invitations.
  3. Enter cost codes and trades so that the company will show up in search results for those specific qualifiers in the Bidding tab. See Search for and Invite Bidders for more information on searching for bidders by cost code.

Things to Consider

  • Required User Permission: 'Admin' on the company's Directory tool.

Steps

  1. Navigate to the company's Directory tool.
  2. Click Edit next to the company you would like to set bidder information for. 
  3. Click the Bidder Info subtab.
  4. Select appropriate checkboxes that apply to the company.
  5. Add users to the Default Bid Invitee List so that those users will receive the bid invitations for that company.

    bidderinfo2015-06-10_10-14-21.png

     
  6. Set trades and cost codes so that company will appear when searching by trade or cost code in the Bidding tab.
    • Cost Code: Select which cost codes apply to this company/cost codes you wish to search for and have this company pull up when searching for bidders on a bid package.
    • Trade: A generic description to classify what kind of work this company does. (i.e. Electrical, Mechanical, HVAC, etc.) If this is not set up already, you can add trades to your company by following the instructions in Add or Delete Trades.
  7. At the bottom of this page, you will see a list of bids the company has recently bid on. Click the links to view the big package or project in Procore. (Note: You must have permissions to view these projects/bids for them to show up here).
    bidderinfo22015-06-10_10-16-55.png
     
  8. Leave a Comment: This section is designed to assist you in your decision making when searching for bidders.
    • You have the option to leave a comment on their work rate their work with a 1-5 star system. (Note: The star rating system will appear when searching for bidders in Procore.)
    • Attach any relevant files for your records.

      leave a comment.png
       
  1. Click Save to save your changes.
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Last modified
16:25, 4 Apr 2017

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